Application and Forms
New Account Application
Open a regular investment account.
Investment and Change of Address
Make subsequent investments, add a fund to your account, or indicate a change of address.
Beneficiary Change
Make a change to your IRA account designated beneficiary.
Transfer on Death
Designate beneficiaries for non-retirement accounts.
Cost Basis Election
Indicate how you wish distributions from your Bridgeway accounts to be handled.
Retirement Account Applications and Forms
IRA, Roth IRA, SEP IRA Application and Transfer
Establish a new retirement account or rollover an existing account (includes disclosures, agreements, and application forms).
IRA Certification of Rollover Assets
Roth IRA Conversion (Within Bridgeway)
Convert an existing retirement plan (SEP, SIMPLE, or IRA) held at Bridgeway to a Roth IRA.
Roth IRA Conversion (Transfer to Bridgeway)
Convert an existing retirement plan (SEP, SIMPLE, or IRA) held at another firm to a Roth IRA held at Bridgeway.
Recharacterization (Within Bridgeway)
Convert existing accounts held at Bridgeway from a Traditional IRA into a Roth IRA or a Roth IRA into a Traditional IRA.
Recharacterization (Transfer to Bridgeway)
Convert existing accounts held at another firm from a Traditional IRA into a Roth IRA or a Roth IRA into a Traditional IRA held at Bridgeway.
IRA, Roth IRA, SEP IRA Distribution
Initiate a distribution from a retirement account.
IRA Required Minimum Distribution (RMD)
Begin or change the amount of the legally mandated RMD.
Certification of Direct Rollover 529 to Roth IRA
Complete a direct rollover from a 529 Plan account to a Roth IRA.